Will Bloom

Will Bloom
Managing Director

PRESENT POSITION

Will leads Chartwell’s Chicago office.  He is an investment banker for the firm’s Corporate Finance practice and heads the firm’s capital markets practice.   Will has worked on both mergers and acquisitions as well as capital markets transactions within the industrial, business services, consumer products, oil and gas, healthcare, and transportation and aerospace industries while executing high profile ESOP buyouts, terminations, and restructurings.

 

MEMBERSHIPS AND DESIGNATIONS

In 2012, Will was recognized for his expertise and professional accomplishments when he received The M&A Advisor’s 40 Under 40 Award and has participated as a guest lecturer for MIT’s Sloan School of Management.  Will is a member of the ESOP Finance Committee and a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s (BAML) Transaction Development group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle market clients between $200 million and $1 billion in enterprise value.

 

Prior to joining BAML, Will spent considerable time as a member of ABN AMRO’s Global Markets group, where he participated in originating and executing investment grade and high yield bond issuance, traditional senior private placements, securitizations, junior capital and underwriting and distributing second lien loans. Will also participated in establishing De Meer Asset Management, a division of ABN AMRO, Inc., where he acted as a principal investor in liquid and illiquid leveraged senior and junior loan assets as a part of multiple cash and synthetic collateralized loan obligation structures (CLOs). 

 

Will holds a Masters of Business Administration degree in finance and entrepreneurship from Northwestern’s J.L. Kellogg School of Business and a Bachelor of Science degree in finance from Miami University in Ohio.